QPLIX Insights - Digitalising Wealth Management

As the landscape for trustees and fiduciaries evolves, managing trusts and investment vehicles with diverse ownership structures is becoming increasingly challenging. Diverse accounting requirements, a broad range of asset classes, and heightened regulatory pressures all contribute to the need for more efficient trust structuring and accounting solutions. Recognizing these challenges, QPLIX offers a cutting-edge software solution tailored to meet the dynamic needs of modern wealth management. 

The founder-led  Wealth Tech company QPLIX, a leader in wealth management software for family offices and private banks, has secured funding from tech investment firm Partech via its Growth Fund.

QPLIX is collaborating with Parqet to integrate new data sources into the QPLIX wealth management platform such as Volks- und Raiffeisenbanken, Sparkassen or neobrokers. 

SK Family Office GmbH (SKFO) stands for two services: Wealth strategy and controlling. The wealth management platform QPLIX forms the technological backbone. SKFO explains how QPLIX guarantees that SKFO's clients can always rely on the fact that the agreed investment strategies are not only written down, but also consistently implemented and monitored in daily operational work. (In German only)

This on-demand webinar by QPLIX, IVA & CAPITAL presents the findings of our study "Trendmonitor Vermögensverwaltung: Wie Vermögensverwalter in den letzten fünf Jahren investiert haben". Experts Timo Pache, Andreas Ritter, Dr. Robert Strauch and Sebastian Deck analyse how German wealth and asset managers have invested the assets of their clients (in German only).

In 2024, QPLIX once again analyzed real portfolios of independent asset managers together with the Institut für Vermögensaufbau (IVA) in the market study “Trendmonitor Vermögensverwaltung (TMVV)”. Included again: the 20 favorite stocks of German investors.

How do Germans invest? QPLIX has has investigated this question again together with  Institut für Vermögensaufbau (IVA) based on an anlaysis of more than 62.000 real portfolios. The results are summarised in the study "Trendmonitor Vermögensverwaltung (TMVV) 2024". The core finding: Germany loses trust of its own investors, as wealth flees abroad.

The new QPLIX Bank Connection Add-On feature streamlines the process of setting up bank connections, creating a seamless user experience and increasing efficiency for customers. The Add-on streamlines the process of setting up custodian data feeds into QPLIX system. 

Sener Arslan not only participated in EAM Day 2024 in Zurich, but was also interviewed by the organizer, Geneve-based publisher SPHERE.

Digitalisation and automation of family offices are revolutionising the industry. As a consequence, the demands on the technical expertise of employees are increasing significantly.

GKK is not just a QPLIX customer. GKK Partners has evolved to a partner for the development of high-end solutions. In this video, GKK partners Rainer Kröll and Christian Berger explain how they have developped a sophisticated way of securing liquidity through advanced portfolio modelling for a a big client active in the area of venture capital investments - on the basis of - and together with - QPLIX.

Our customer Liebherr Group has published two articles in the trade press for treasury in which they describe the implementation of QPLIX as asset management tool for their international treasury department.

QPLIX and Windata have partnered to integrate the konfipay add-on, enabling seamless and automated import of payment transactions from multiple sources into the QPLIX platform using the EBICS standard.

Kai Linde, co-founder and co-CEO of QPLIX, was invited to discuss trends in wealth reporting for family offices as part of a roundtable discussion. It was an interesting discussion, excerpts of which were published by pbm later. 

Alexander Ruis manages SK Family Office GmbH according to the principles of a family business. For him, this means a clear focus on first-class, customised services paired with close personal client relationships. In doing so, he relies on two values: transparency and discipline.

Wealth management platform provider QPLIX and Canoe Intelligence are partnering to harness the potential of machine learning and artificial intelligence to streamline private equity fund-related workflows.